Current Vacancies at PSG Konsult Ltd

Description:

Actively engages direct clients and provides support via email live chat or telephonically and respond to queries accurately and timeously. Ensure all administration is up to date and provide reports as and when required.

Responsibilities:

• Contacting leads daily either telephonically or via e-mail
• Prospecting for new clients/referrals
• Answering of e-mail and telephone calls/ Live chat
• Responding timeously to online queries and providing support
• Ensuring that all administration is up to date and completed accurately and timeously
• Collate information and provide reports as and when required
• Provide post- sales relationship support to clients
• Assist colleagues within the team and ensure that knowledge is shared
• Stay up to date with product information and attend training as and when required

Minimum requirements:

• A completed undergraduate Degree is essential (Finance/Investment Management etc.)
• Post-Grad Diploma in Financial Planning (CFP®) or studying towards required
• A minimum of 2 years’ relevant experience with solid PSG product/fund knowledge
• Bilingual in English and Afrikaans highly advantageous
• Solid competency with the Microsoft Office suite with strong Excel skills

Skills/ Competencies:

• System knowledge
• Policy knowledge
• Strong sense of accountability
• Liaison and negotiation skills
• Accuracy
• Passion
• Time management
• Analytical thinker
• Resilience
• Problem solver
• High organizational skills

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Responsibilities:

• Interact with clients (management of relationships and providing client services)
• Underwriting coordination
• New business implementation
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products & processes, including claims and billing
• Coordinate prospecting projects
• Research product information
• Maintain CRM system

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• Regulatory Exam for Representatives passed
• At least 1-2 year’s relevant work experience within the financial industry
• Excellent computer literacy and knowledge of MS Office – Excel, Word
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies required:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Ability to operate independently
• Resilience

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Job description:

To provide underwriting assistance to the Adviser. The position will focus on both personal and commercial lines of business.

Responsibilities:

• Underwriting of existing business
• Liaising with clients
• Preparing quotations
• Issuing and managing new policies, renewals, and endorsements
• Manage premium collections
• Identifying/optimising business opportunities from clients
• Maintaining service level agreement deadlines
• Handling client queries
• Claims Management – the daily claims process
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• Reporting
• Manage client retention and organic growth
• General office assistance and administration

Minimum requirements:

• Grade 12
• Fully computer literate (MS Word, Excel, and Outlook)
• NQF Level 4 – Full qualification (short-term insurance) as set by regulation or studying towards
• Regulatory examination 1 (Representatives) RE5 successfully completed
• A minimum of 1 years short-term insurance experience

Skill sets required:

• Good administration skills
• Excellent planning and organising skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills
• Resilient with a good level of stress tolerance
• Highly client-focused with good interpersonal skills

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Responsibilities:

• Take ownership of analysing a broad spectrum of local and offshore listed companies, within Industrial and/or Consumer sectors.
• Maintain integrity of data used in financial models
• Create valuations models and formulate investment recommendations
• Compile research reports for large private client stockbroker
• Communicate analysis to clients and management

Minimum requirements:

• B.Com Investment Management degree
• CFA qualification advantageous
• 1-2 years’ relevant experience required in a buy-side analyst role
• Advanced MS Excel
• Coding in R an asset (not a requirement)

Competencies required:

• Emotional/ behavioural discipline
• Statistical and modelling knowledge and experience
• Attention to detail
• Self-starter and motivated
• True passion for Financial Services
• Good writing Skills
• Excellent work ethic
• Resilient
• Ability to work under pressure

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Job description:

PSG is actively recruiting for a Cash Manager Administrator. Your responsibility will be to provide an effective and efficient service delivery of all Cash Management related activities to our clients.  This will provide an exciting and challenging career opportunity for someone who can work in a high pressure, deadline driven environment.

Responsibilities:

• Transacting on the online cash management system on a daily basis
• Client interaction to receive instructions and to obtain outstanding information
• Uploading of payment instructions
• Recording of day to day financial transactions
• Communication to clients regarding funds received and funds paid
• Investigating rejected and unpaid payments
• Opening of new client bank accounts
• Ensuring compliance with the relevant regulations
• Emailing of statements, income tax certificates and account confirmations
• Management of reception area
• Welcoming of clients
• Purchasing of stationary and office goods
• Sending and receiving of packages
• Management of Petty cash

Minimum requirements:

• Bookkeeping/Banking/Industry related experience of at least 2 years
• Relevant BCom degree (Advantageous)
• Proficient in both spoken and written English and at least one other of the Official South African languages

Skills Required:

• Advance Excel : 2 to 4 years

Competencies required:

• Very strong numerical and analytical skills
• Deadline driven
• Time management skills

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Responsibilities:

• Supervision of workload of the team and allocation to team members to optimize service provision and administrative support across the hours of the contact centre
• Monitor and evaluate consultants´ activities and team operations
• Resolving internal and external queries from financial advisors and clients
• Communicating information regarding instructions, processes and procedures to advisors and clients
• Proactively retaining and attracting business by providing excellent service to advisors and clients
• Maintaining Monthly Attendance Record
• Maintaining Key Performance Activities (KPA)
• Performing and maintaining corrective actions where necessary to increase staff performance
• Panel-admin training of new staff
• Handling and resolving escalations, second call resolutions etc
• Drive bulk admin function communication (failed and unpaid annuities, advisor commission suspension etc)
• Identify opportunities and implement actions to streamline business processes
• Servicing and maintaining direct client and/or financial advisor base for Life and Investment Products
• Quality assurance of correspondence sent by the consultants telephonically or by email
• Online Enrolments
• Back up to team members where necessary
• Provide support to the Client Services Manager in the development and implementation of technology and systems to ensure the most effective use of new technology and opportunities.

Minimum requirements:

• Minimum qualification: Financial degree (NQF Level 6)
• Preferred qualification: Post-Graduate Certificate in Financial Planning (CFP®) (or studying towards)
• Minimum of 2 year experience in a Life/LISP Call Centre/Client Services environment
• Certificate/diploma in management (or studying towards)
• Professional and friendly telephone manner
• Good understanding of mathematical calculations
• Take initiative
• Excellent time management skills
• Ability to multi-task and have good organisational capacity
• Fully Bilingual (Business writing and speaking skills in Afrikaans and English)
• Problem solving skills
• Can work independently and as part of a team
• Apply sound judgement in query resolution
• Outcomes based training ability
• Natural leadership skills
• Detailed systems observation, attention to detail and solving arising problems.
• Ability to do performance calculations and reconciliations
• Approachable and supportive
• High ability to mediate and resolve dispute